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Trade Desk

772 hedge funds and large institutions have $8.43B invested in Trade Desk in 2026 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 289 increasing their positions, 265 reducing their positions, and 254 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $775M | Put options by funds: $680M

3.33% more ownership

Funds ownership: 82.19%85.51% (+3.3%)

9% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 265

18% less funds holding

Funds holding: 939772 (-167)

39% less capital invested

Capital invested by funds: $13.8B → $8.43B (-$5.35B)

58% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 254

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
772
Holders Change
-167
Holders Change %
-17.78%
% of All Funds
9.51%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
106
Increased
289
Reduced
265
Closed
254
Calls
$775M
Puts
$680M
Net Calls
+$94.4M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$129K -$22.2K -770 -12%
CF
502
Centaurus Financial
California
$128K -$73.1K -2,531 -31%
AI
503
AXS Investments
New York
$113K
RS
504
Rakuten Securities
Japan
$111K -$131K -4,547 -48%
MMCM
505
Murphy & Mullick Capital Management
New York
$107K -$40.1K -1,390 -23%
WSFS
506
Wilmington Savings Fund Society
Delaware
$106K -$26.6K -920 -16%
SC
507
SouthState Corp
Florida
$105K -$4.01K -139 -3%
ETC
508
Exchange Traded Concepts
Oklahoma
$100K -$33.2K -1,149 -21%
PA
509
Parallel Advisors
California
$97.7K -$6K -208 -5%
AIP
510
Ameritas Investment Partners
Nebraska
$96.7K
BBHC
511
Brown Brothers Harriman & Co
New York
$95.9K +$55K +1,904 +82%
HHGC
512
Hunting Hill Global Capital
New York
$93.6K -$16K -554 -12%
SAM
513
Smartleaf Asset Management
Massachusetts
$92.8K +$9.35K +324 +8%
CLOS
514
Compagnie Lombard Odier SCmA
Switzerland
$88K
GWM
515
Geneos Wealth Management
Colorado
$86.7K -$21.3K -738 -16%
GCP
516
Gill Capital Partners
Colorado
$86.2K +$110K +3,801 New
CCWM
517
Cassaday & Co Wealth Management
Virginia
$85.8K +$109K +3,780 New
HWA
518
HHM Wealth Advisors
Tennessee
$83.5K -$79.4K -2,750 -43%
MG
519
Mather Group
Illinois
$80.8K +$103K +3,562 New
OP
520
Oslo Pensjonsforsikring
$79.3K +$101K +3,494 New
LS
521
Livforsakringsbolaget Skandia
Sweden
$77.3K
SWP
522
Strategic Wealth Partners
Ohio
$76.4K -$433 -15 -0.4%
EA
523
Emerald Advisers
Pennsylvania
$74.3K
CBT
524
Crews Bank & Trust
Florida
$74.1K
TPCW
525
TD Private Client Wealth
New York
$72.3K +$21.3K +739 +30%